Cutler Group’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Cutler Group’s Portfolio GOVZ Stock Details GOVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$2K	Hold	50	–	–	﹤0.01%	1839
2023 Q4	$2K	Buy	50 +25	+100%	+$1.07K	﹤0.01%	3101
2023 Q3	$1K	Hold	25	–	–	﹤0.01%	3514
2023 Q2	$1K	Hold	25	–	–	﹤0.01%	3282
2023 Q1	$1K	Buy	+25	New	+$1.36K	﹤0.01%	3431
2022 Q4	–	Sell	-125	Closed	-$6K	–	4689
2022 Q3	$6K	Sell	125 -125	-50%	-$7.61K	﹤0.01%	3494
2022 Q2	$15K	Buy	250 +100	+67%	+$6.5K	﹤0.01%	2902
2022 Q1	$11K	Hold	150	–	–	﹤0.01%	3539
2021 Q4	$13K	Buy	+150	New	+$13.2K	﹤0.01%	3482

Other funds holding GOVZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cutler Group's GOVZ Position: Q1 2024 in Review

Cutler Group held its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) position steady in Q1 2024 at 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Cutler Group first reported a position in GOVZ in Q4 2021 and has held it in 9 quarters since. The position peaked at $15K in Q2 2022. 24 funds tracked by Wall St. Rank hold GOVZ as of Q1 2024.

Cutler Group held 50 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $2K as of Q1 2024.
Cutler Group left its iShares 25+ Year Treasury STRIPS Bond ETF share count unchanged in Q1 2024.
iShares 25+ Year Treasury STRIPS Bond ETF made up ﹤0.01% of Cutler Group's portfolio in Q1 2024, its #1839 holding.
Cutler Group first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2021 and has held it in 9 quarters since.
Cutler Group's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $15K in Q2 2022.
24 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.